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Home» Personal» Wealth management» Financial advice

Wealth management

Financial advice

Have the confidence to make informed decisions with Macquarie Private Wealth financial advice

To help grow and protect your wealth

Macquarie Private Wealth New Zealand operates on a national level offering a broad range of financial advice services, investment opportunities and financial solutions to personal investors.

Macquarie established a retail presence in New Zealand in 1985 and has a team of more than 40 financial advisers and support staff, who provide its clients with financial advice and expertise to help create, grow and protect their wealth. Macquarie Private Wealth New Zealand is the retail advisory division of Macquarie New Zealand, which is part of Macquarie Group Limited.

Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services. Macquarie's main business focus is making returns by providing a diversified range of services to clients. Macquarie acts on behalf of institutional, corporate and retail clients and counterparties around the world. We have expertise in specific industries, including resources and commodities, energy, financial institutions, infrastructure and real estate.

Founded in 1969, Macquarie now employs more than 15,500 people in over 70 office locations in 28 countries*.

In New Zealand Macquarie Private Wealth offers a suite of services but understands that ‘one size does not fit all’ so whatever type of investor you are, we can advise on a solution that will meet your needs. You will benefit from Macquarie Private Wealth’s integrated business model which gives you access to a range of solutions.

Macquarie Private Wealth New Zealand’s wealth management advisers and their teams are dedicated to building a relationship with you, ensuring they provide you with appropriate strategies to help grow and manage your wealth.

* Current as at 30 September 2011

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This information is a general description of the Macquarie Group only. Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice. No information set out above constitutes advice, an advertisement, an invitation, an offer or a solicitation, to buy or sell any financial product or security or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions. You should go to the website in your region for more information.

Macquarie Bank Limited ABN 46 008 583 542 (MBL) is authorised by APRA in Australia to carry out banking business in Australia. Each of MBL, acting through its London branch, and Macquarie Bank International Limited, is authorised and regulated by the UK Financial Services Authority to carry on banking business in the United Kingdom. MBL, acting through its Seoul Branch, is authorised and regulated by the Financial Services Commission in Korea to carry out banking business in Korea. Macquarie Group Limited and its related corporations are not otherwise currently authorised to accept deposits in any other jurisdiction.

Macquarie Private Wealth’s services are provided in New Zealand by Macquarie Equities New Zealand Limited (MENZ), a NZX Advising Firm and a registered financial services provider. The Disclosure Statements for MENZ and your adviser are available free of charge by contacting us on 0800 742 737. This website contains general advice only and does not take into account your investment objectives, financial situation or needs. We recommend that you consider the appropriateness of information to your situation and obtain financial, legal and taxation advice before making any financial investment decision. The views contained in this document may not constitute the views of any other Macquarie Group company. While we believe the information to be accurate and any recommendations to have reasonable basis, no warranty is made as to the accuracy or reliability thereof. Neither MENZ nor any member of the Macquarie Group of companies is registered as a bank in New Zealand under the Reserve Bank of New Zealand Act 1989. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorised under the Banking Act 1959 (Australia) to conduct banking business in Australia. Neither MENZ nor any Macquarie Group company other than MBL are an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of MENZ or any other Macquarie Group company. Important disclaimers regarding Macquarie research, including relevant disclosures can be viewed at www.macquarie.com/research/disclosures

This general advice has been prepared by MENZ and does not take into account your objectives, financial situation or needs. Before acting on this general advice you should consider whether it is appropriate to your situation. We recommend you obtain financial, legal and taxation advice before making any financial investment decision.